Steps
to Enter Invoices_____ 1. Enter invoices and print a listing to verify entries; then post.
Note: Also, edit, print, and post batches of recurring invoices, if applicable. Multiple batches of invoices can be entered and posted for inclusion in one statement cycle.
_____ 2. Enter payments and print a listing to verify entries; then post.
Note: Multiple batches of payments can be entered and posted for inclusion in one statement cycle.
_____ 3. If applicable, enter prepaid invoices and print a listing to verify entries; then post.
Note: Multiple batches of prepaid invoices can be entered and posted for inclusion in one statement cycle.
Steps
to Enter Prepaid Invoices
_____ 4. If applicable, process late charges.
_____ 5. Print balance reports, and verify information.
Tip: Use the Report List option to select the desired balance reports to print and generate all the reports at one time.
_____ 6. Print and email statements.
Steps
to Print/Email Statements
_____ 7. If desired, print post-statement reports (mailing labels).
_____ 8. Make a backup.